Q2 Holdings appointed Jonathan Price as Co-Chief Executive Officer while retaining him as CFO pending a successor search. Full-year 2026 revenue guidance increased to $888 to $892 million, and adjusted EBITDA guidance increased to $253 million to $256 million.
QTWO · Q2 Holdings, Inc.
You came from your AI assistant. Add Equibles to it and ask about this data directly, free.
Price & Indicators
Up next
Latest documents
Q2 reported Registered Users of 28.5 million and Total ARR of $988.6 million as of September 30, 2026, versus 27.0 million and $888.4 million as of September 30, 2025; its Board authorized $350.0 million of additional repurchases in July 2026.
Q2 Holdings, Inc. appointed Jonathan A. Price Co-CEO effective October 29, 2026, also joining its board while he remains CFO. His annual base salary is $520,000, and he will receive RSUs valued at $3,000,000 vesting over four years.
Q2 Holdings, Inc. reported third-quarter 2026 revenue of $225.8 million, GAAP net income of $33.2 million and adjusted EBITDA of $67.8 million, raised full-year 2026 guidance, and appointed Jonathan Price Co-Chief Executive Officer effective October 29, 2026.
Metrics snapshot
Useful current figures from the complete screener profile.
Quarterly results
* Q4 derived as the full year minus Q1 to Q3.
AI Brief
Q3 FY26 earnings call · Oct 28, 2026TL;DR. Q2 delivered 12% revenue growth, a record 30% adjusted EBITDA margin and $55 million of free cash flow, raised full-year 2026 guidance, and advanced subscription ARR, backlog, customer wins and AI adoption. It reiterated its 2027 outlook and appointed Jonathan Price as co-CEO, while discretionary services, higher R&D costs and the slow fintech/Helix backdrop remained headwinds.
- + Q2 raised its full-year 2026 revenue, adjusted EBITDA and subscription-revenue-growth guidance. new
- − Discretionary services revenue remained under pressure. new
- − Higher research and development spending increased operating expenses year over year. new
- − The fintech and Helix growth backdrop remained slow, and meaningful traction had not yet developed in traditional financial institutions. new
- − Non-subscription revenue was expected to decline slightly in Q4 and remain roughly flat for full-year 2026. new
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Still-open targets the latest release did not restate under the same label.
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders Strong BuyIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
Earlier KPI extraction records exist, but do not meet the current evidence-completeness requirements. No current verified series is available. Earlier figures remain withheld until revalidated; this is not evidence that the company reports no KPIs.
Versus peers
Software - Application — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
QTWO
this stock
Q2 Holdings, Inc.
|
$4.57B | +2.5% | +29.1% | 43.5 | 7.7% |
|
SAP
Sap SE
|
$271.12B | -3.3% | — | — | 0.2% |
|
QH
QUHUO Ltd
|
$268.05B | +181.9% | +59.7% | — | 0.0% |
|
SHOP
Shopify Inc.
|
$189.23B | -8.6% | +30.1% | 89.2 | 1.5% |
|
CRM
Salesforce, Inc.
|
$179.28B | -17.8% | +25.9% | 19.9 | 3.2% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every section- Filed
- Oct 28, 2026
- This year
- 11
Q2 Holdings, Inc. reported third-quarter 2026 revenue of $225.8 million, GAAP net income of $33.2 million and adjusted EBITDA of $67.8 million, raised full-year 2026 guidance, and appointed Jonathan Price Co-Chief Executive Officer effective October 29, 2026.
ViewPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| QTWO | +0.0% | +19.4% | +62.8% | +10.2% | +2.5% |
| SPY | +2.6% | -1.2% | +0.5% | -0.2% | +10.6% |
| vs SPY | -2.6% | +20.6% | +62.3% | +10.4% | -8.1% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.